Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Zimmermann is a financial advisor with over 35 years of experience in the industry. Curt is registered with Merit Financial Advisors and is licensed in both Pennsylvania and Texas. Curt specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Curt is committed to providing his clients with personalized and comprehensive financial advice. Curt has held several roles throughout his career including positions at PFA Security Asset Management, Inc. and Cambridge Investment Research, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
12/20/2024 - Present
Merit Financial Advisors (ALPHARETTA GA)
PA
07/27/2001 - 06/01/2020
PFA SECURITY ASSET MANAGEMENT, INC. (CAMP HILL PA)
IA
03/31/2000 - 08/06/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
DE
11/23/1988 - 04/04/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
06/01/1988 - 10/24/1988
ESCALATOR SECURITIES, INC.
NA
01/21/1987 - 06/21/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/21/1986 - 01/28/1987
ROBINSON & ROBINSON, INC.
IA
Issued 02/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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